Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $73,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,813 | $111,608-22.2% | $177,821-51.2% | $73,409+18.3% |
| Participation rate | 96.4% | 87.9%+8.5pp | 87.7%+8.7pp | 72.2%+24.2pp |
| Annual return | 18.09% | 18.23%-0.1pp | 48.32%-30.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $4,041 | $3,796+6.5% | $5,918-31.7% | $2,234+80.9% |
| Participant deferral / active EE | $5,334 | $6,199-14.0% | $7,714-30.9% | $3,805+40.2% |
| Admin fee / account holder | $134 | $166-19.0% | $12,427-98.9% | $158-15.1% |